See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,606 | $118,450-10.0% | $98,439+8.3% | $139,434-23.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.47% | 18.94%-2.5pp | 21.16%-4.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,775 | $3,609-23.1% | $3,048-8.9% | $4,751-41.6% |
| Participant deferral / active EE | $7,067 | $5,392+31.1% | $4,738+49.2% | $6,710+5.3% |
| Admin fee / account holder | $3,186 | $14,026-77.3% | $8,948-64.4% | $11,403-72.1% |